visual ethnography: achieving rigorous and authentic interpretations

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Visual ethnography: Achieving rigorous and authentic interpretations Sharon Schembri , Maree V. Boyle 1 Grifth Business School, Grifth University, Nathan Campus, Nathan QLD 4111, Australia abstract article info Article history: Received 1 May 2011 Received in revised form 1 September 2011 Accepted 1 November 2011 Available online xxxx Keywords: Marketing research Consumer research Visual methods Visual ethnography Social construction HarleyDavidson Visual methods have a long history in ethnographic research and ethnographic methods are increasingly used to gain a depth of insight and understanding not achievable with traditional marketing research approaches. As a rigorous and valid research method, visual ethnography enables documentation of marketing and consumption as social and cultural phenomenon. Visual text collected through the process of cultural immersion serves as an effective and credible research tool in the quest to collect and analyze empirical evidence as well as disseminate research ndings. As a case application, this paper builds on the ethnographic investiga- tion of Schembri (2009). © 2012 Elsevier Inc. All rights reserved. 1. Introduction Visual ethnography is an appropriate and credible methodology in the quest to achieve rigorous and authentic interpretations in marketing and consumer research. As pioneers of visual anthropology, Margaret Mead, in conjunction with co-author Gregory Bateson, bravely put visual technology to work as early as 1942 in a photo- graphic analysis of the Balinese character (see Mead & Bateson, 1942). Within the Balinese culture Mead and Bateson were studying and documenting native culture, whereas contemporary marketing and consumer researchers study consumer culture. As a social and cultural phenomenon, consumption is complex and messy and accordingly, many social scientists have started to shift the way social life is studied and consequently understood. As the cultural turn(Rose, 2001, p. 5) this paradigmatic shift includes an uptake of visual methods as an effective means to study the construc- tion of social life through social practice. The premise of this form of social study is that different groups in society will make sense of the world in different ways and that these varying meaning structures direct the way people behave. Demonstrating the value and meaning of the Nutella brand and building on the earlier work of Muniz, Albert, and O'Guinn (2001), Cova and Pace (2006) for example, show how Nutella as an object of consumption holds a particular meaning within the online Nutella world as understood and shared by the members of that online community. The depth of detail is in part achieved by using visual documentation with Cova and Pace (2006) incorporating real pictures of real people consuming Nutella. From another analytical perspective, Grow (2006) uses visual methods to study the mediated construction of community life within the world of Nike women's advertising. Using a semiotic analysis of 27 Nike print campaigns that were implemented across a 10-year period, Grow (2006) shows how the advertising creatives effectively reect the cultural and social experience of women in an authentic manner where story- telling is the bind. Another study analyzing visual text but using a hermeneutic approach and contextualized in 50 years of James Bond lms, Cooper, Schembri, and Miller (2010) uncover a range of brand narratives that reect the cultural and social experience of luxury as depicted on the big screen. Analyzing visual text in these various ways, consumer experience and (brand) consumption is demonstrated as central to the cultural construction of social life in contemporary Western societies. Accordingly, Rose (2001) argues that researchers increasingly regard cultural constructions as the primary analytical focus. Visual text therefore, is a window on the world of consumer experience. 1.1. Describing reality and consumer experience Assuming the interpretive focus of ethnography and the descriptive outcome of ethnographic research, Bryman (2001) considers ethnogra- phy as a creative process in experiencing, interpreting, and representing culture and society. The subjectivity of experience and the multiplicity of reality are implicitly fundamental assumptions. More specically, ethnography as an interpretive methodology assumes that reality is socially constructed alongside a non-dualistic ontology, where person Journal of Business Research xxx (2012) xxxxxx Corresponding author. Tel.: + 61 407 969 143. E-mail addresses: s.schembri@grifth.edu.au (S. Schembri), m.boyle@grifth.edu.au (M.V. Boyle). 1 Tel.: +61 7 3735 7704, +61 457 426 356 (mobile). JBR-07490; No of Pages 4 0148-2963/$ see front matter © 2012 Elsevier Inc. All rights reserved. doi:10.1016/j.jbusres.2012.02.021 Contents lists available at SciVerse ScienceDirect Journal of Business Research Please cite this article as: Schembri, S., & Boyle, M.V., Visual ethnography: Achieving rigorous and authentic interpretations, Journal of Business Research (2012), doi:10.1016/j.jbusres.2012.02.021

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Page 1: Visual ethnography: Achieving rigorous and authentic interpretations

Journal of Business Research xxx (2012) xxx–xxx

JBR-07490; No of Pages 4

Contents lists available at SciVerse ScienceDirect

Journal of Business Research

Visual ethnography: Achieving rigorous and authentic interpretations

Sharon Schembri ⁎, Maree V. Boyle 1

Griffith Business School, Griffith University, Nathan Campus, Nathan QLD 4111, Australia

⁎ Corresponding author. Tel.: +61 407 969 143.E-mail addresses: [email protected] (S. Sch

[email protected] (M.V. Boyle).1 Tel.: +61 7 3735 7704, +61 457 426 356 (mobile)

0148-2963/$ – see front matter © 2012 Elsevier Inc. Alldoi:10.1016/j.jbusres.2012.02.021

Please cite this article as: Schembri, S., & BBusiness Research (2012), doi:10.1016/j.jb

a b s t r a c t

a r t i c l e i n f o

Article history:Received 1 May 2011Received in revised form 1 September 2011Accepted 1 November 2011Available online xxxx

Keywords:Marketing researchConsumer researchVisual methodsVisual ethnographySocial constructionHarley–Davidson

Visual methods have a long history in ethnographic research and ethnographic methods are increasinglyused to gain a depth of insight and understanding not achievable with traditional marketing researchapproaches. As a rigorous and valid research method, visual ethnography enables documentation of marketingand consumption as social and cultural phenomenon. Visual text collected through the process of culturalimmersion serves as an effective and credible research tool in the quest to collect and analyze empirical evidenceas well as disseminate research findings. As a case application, this paper builds on the ethnographic investiga-tion of Schembri (2009).

© 2012 Elsevier Inc. All rights reserved.

1. Introduction

Visual ethnography is an appropriate and credible methodology inthe quest to achieve rigorous and authentic interpretations inmarketing and consumer research. As pioneers of visual anthropology,Margaret Mead, in conjunction with co-author Gregory Bateson,bravely put visual technology to work as early as 1942 in a photo-graphic analysis of the Balinese character (see Mead & Bateson,1942). Within the Balinese culture Mead and Bateson were studyingand documenting native culture, whereas contemporary marketingand consumer researchers study consumer culture.

As a social and cultural phenomenon, consumption is complex andmessy and accordingly, many social scientists have started to shift theway social life is studied and consequently understood. As the“cultural turn” (Rose, 2001, p. 5) this paradigmatic shift includes anuptake of visual methods as an effective means to study the construc-tion of social life through social practice. The premise of this form ofsocial study is that different groups in society will make sense of theworld in different ways and that these varying meaning structuresdirect the way people behave.

Demonstrating the value and meaning of the Nutella brand andbuilding on the earlier work of Muniz, Albert, and O'Guinn (2001),Cova and Pace (2006) for example, show how Nutella as an objectof consumption holds a particular meaning within the online Nutellaworld as understood and shared by the members of that online

embri),

.

rights reserved.

oyle, M.V., Visual ethnograpusres.2012.02.021

community. The depth of detail is in part achieved by using visualdocumentation with Cova and Pace (2006) incorporating realpictures of real people consuming Nutella. From another analyticalperspective, Grow (2006) uses visual methods to study the mediatedconstruction of community life within the world of Nike women'sadvertising. Using a semiotic analysis of 27 Nike print campaignsthat were implemented across a 10-year period, Grow (2006)shows how the advertising creatives effectively reflect the culturaland social experience of women in an authentic manner where story-telling is the bind. Another study analyzing visual text but using ahermeneutic approach and contextualized in 50 years of James Bondfilms, Cooper, Schembri, and Miller (2010) uncover a range of brandnarratives that reflect the cultural and social experience of luxury asdepicted on the big screen. Analyzing visual text in these variousways, consumer experience and (brand) consumption is demonstratedas central to the cultural construction of social life in contemporaryWestern societies. Accordingly, Rose (2001) argues that researchersincreasingly regard cultural constructions as the primary analyticalfocus. Visual text therefore, is a window on the world of consumerexperience.

1.1. Describing reality and consumer experience

Assuming the interpretive focus of ethnography and the descriptiveoutcome of ethnographic research, Bryman (2001) considers ethnogra-phy as a creative process in experiencing, interpreting, and representingculture and society. The subjectivity of experience and the multiplicityof reality are implicitly fundamental assumptions. More specifically,ethnography as an interpretive methodology assumes that reality issocially constructed alongside a non-dualistic ontology, where person

hy: Achieving rigorous and authentic interpretations, Journal of

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2 S. Schembri, M.V. Boyle / Journal of Business Research xxx (2012) xxx–xxx

and world are considered inseparable. This underlying philosophydirects how to conduct (visual) ethnographic research in that theresearcher aims to come as close as possible to the phenomenonunder investigation, through themember's eyes and in this case, visuallyrecorded.

Ethnography is the study of culture and ethnographic descriptionsare creative endeavors that allow researchers a window to the worldof a particular culture. Ethnographic knowledge is typically achievedvia fieldwork involving participant observation and in situ interviews.Combining these traditional fieldwork techniques, with the additionof visual technology, generates ethnographic knowledge in the formof visual text. World renowned anthropologist and strong advocatefor visual research methods Sarah Pink (2009, p. 97) asserts, “[T]heuse of visual and digital methods and media in ethnographic researchis now common practice.” Evidence to this effect in the field ofconsumer research is provided by Peñaloza (1998) employing visualandmaterial cultural approaches in attending to the design, architectureand accoutrements of the market spectacle in relation to culturalmeaning. Also presenting a visual ethnography, Schembri (2009)demonstrates the use of visual text as a credible researchmethodwithinmarketing and consumer research where the validity of a collaborativeand reflexive approach is shown to maintain integrity throughout theresearch process.

A collaborative approach to visual research assumes the researcherand member consciously work together to produce visual images thatare authentic representations of the research context (Pink, 2007).Collaborative visual documentation combines both researcher andmember interpretations, thus representing a negotiated outcome(Pink, 2007). At the extreme as a postmodern twist, collaborationmight also entail members' handling the camera and taking the leadas to what is recorded and how. Taking digital photographs and filmare tasks that members might identify with. Indeed, some membersmay be avid photographers or may offer technical hints in otherinstances. In this way, the visual images and technologies themselvesbecome commodities of exchange and sites of negotiation (Pink,2007). By the researcher releasing control and allowing members tohandle the camera, this visual expression effectively captures theconsumer/member view. For example, Schembri's (2009) ethno-graphic investigation of the experiential meaning of Harley–Davidsoninvolved members voluntarily taking on camera duty. One member inparticular filmed a five-day 4000 km (2485 mi) ride of about 30members travelling from Wollongong NSW to Ayres Rock (Uluru),Northern Territory, for an annual rally. This member also interviewedfellow members about their HOG experience. In this way, collabora-tion between researcher and participant enhances the validity ofethnographic knowledge.

Participants engaged in the documentation process become partnersand collaborators in the negotiation of experiential meaning. Capturingcultural experience with visual text therefore allows a transformativepotential (Pink, 2007). Recognizing this transformative potential inemploying the visual within ethnographic research highlights the needto take a reflexive approach throughout the research process. A reflexiveapproach underlines the centrality of the researcher's role as researchinstrument (Pink, 2007) as the researcher is intimately involved in theproduction and representation of ethnographic knowledge (Silverman,2001). In order to arrive at an authentic description reflexive researchersideally focus on the member's subjective reality in terms of how themember experiences the world, rather than how the researcher seesthe phenomenon. This inter-subjectivity then enables a negotiated ver-sion of reality, a validated interpretation, and effectively the generationof authentic ethnographic knowledge (Bryman, 2001).

1.2. Analyzing visual text

The analytical approach to visual research aims to explore themeaningful links between the research experience of the culture

Please cite this article as: Schembri, S., & Boyle, M.V., Visual ethnograBusiness Research (2012), doi:10.1016/j.jbusres.2012.02.021

under investigation and ethnographic knowledge generated, includingvisual text. Just as there is no set method for organizing ethnographicresearch in terms of specific evidence collection and analytical processes,visual ethnographers also develop appropriate systematic modes andmanners, as the project unfolds. Analysis is concurrent with and drivesevidence gathering and although fieldwork ends when the researcherleaves the site, the process of analysis continues until there is no moreevidence to consider (Sayre, 2001). Taking a reflexive approach inattending to the analytical process involves organizing fieldnotes,transcribing interviews, and arranging the visual text in a meaningfulway.

Researchers repeatedly review the different forms of text, includingvisual text to identify themes or patterns of behavior (Mead, 1995).Similar to the treatment of written text, visual text is compared,contrasted, and sorted into categories until a particular aspect of theculture is identified. Segmenting and shifting the text around (withvideo editing software) into relevant and meaningful units that hold aconnectionwith thewhole cultural experience is the goal of this analyt-ical process. Sayre (2001, p. 189) explains, “…sorting field notes andtranscriptions is like organizing your closet — everything goes intopiles of like kind; socks with socks, trousers with trousers, shirts withshirts and so forth…after an initial sorting, each pile can be sortedagain; dress socks from athletic socks, jeans from dress slacks, and T-shirts from tailored shirts.” Sorting and resorting text, including visualtext, in this way categorizes the evidence according to an organizingsystem that derives from the evidence itself. While this inductiveapproach may not be a simple task, a depth of understanding thecontext is achieved via cultural immersion in order to capture anauthentic interpretation. For this reason, the analytical process beginsduring the early stages of fieldwork and continues beyond exit of theresearch site. As Wolcott (2009) explains, a more astute place to getgoing with analysis is in the field with some basic questions that in-clude: “What is going on here?”, “How do things happen as they do?”“What do people in this setting have to know…in order to do whatthey are doing?” ((Wolcott, 2009, p.37)). Such questions guide the ac-culturation process and aid the analytical focus. From there, initial cate-gorization begins with the identification of a few broad categories thenrefined as more specific categories.

What enables researchers to read cultural experience and interpretvisual text is the process of cultural immersion, as per authenticethnographic research. Within this process Sayre (2001) suggests thatfieldwork involving visual text provides a means of documentation,description, and disclosure for fieldwork. Still images and/or videogra-phy enable recording and documentation of the happenings, eventsand artifacts (Belk & Kozinets, 2005); the camera is a tool for membersto document and describe an experience where images and visualmaterial potentially encourage member disclosure.

Key events, for example, provide a lens through which to view aculture because cultural symbols and language indicate what theculture entails. The use of photographs or film to record these keyevents, symbols, and use of language therefore achieves a documen-tation of the cultural experience. Just as anthropologists visuallydocument field finds, marketing and consumer researchers can visuallydocument (consumer) cultural evidence. As well as a tool of documen-tation, the camera can also facilitate description, in this waymaking theaudience empathize, feel, imagine and recognize human conditions(Belk & Kozinets, 2005). Just as the camera is a valuable tool, visualaspects and material objects within the culture are also valuable toolsto elicit disclosure from members. In Peñaloza's (1998) research, shegenerates insight regarding how the arrangement and position ofdetailed personal stories of once underdog but now professionalathletes transcend physical and mental challenges. These stories incombination with strikingly beautiful images stimulate not just feelingbut thinking and action by consumers as they process and relate tothese personal stories. In Schembri's (2009) study of the meaning ofHarley–Davidson, the prominent cultural object eliciting disclosure is

phy: Achieving rigorous and authentic interpretations, Journal of

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the bike. Given that Harley ownership enables membership in this(HOG) culture and customization of the (Harley–Davidson) bike isconsidered evidence of commitment to the culture, the bike can beinterpreted as a symbolic artifact demonstrating the enactment ofcultural values and the transcendence of both gender and stereotype.

Martin, Schouten, and McAlexander (2006) unearth the hyper-masculinity of the Harley subculture through feminist theory andfemale voices, thus adding a complexity and richness to the under-standing of an evolving subculture including motivation and behaviorsof womenwhowant to expand the power and reach of their femininity.Dialogue and visual text addressing the different aspects of this culturalartifact therefore generates valuable ethnographic knowledge. Visuallycapturing member conversations about the central cultural artifactseffectively enables the researcher to discover the essence of the culturalcontext and the experientialmeaning of different phenomenon of inter-est to researchers and scholars. Notably however, who says what aboutwhat, whom, and how, has political implications when a visual accountis the ethnographic outcome.

1.3. The political implications of visual ethnographic research

The current approach to the governance of ethical conduct ofhuman research places a strong focus on obtaining voluntary andinformed consent from potential participants. As with all forms ofinvestigative field research, the priority responsibility for theresearcher is to protect participants from both physical and psycho-logical harm. With visual ethnographic research however, theresearcher must be aware that displaying the outcome of the workvisuallymay amplify ethical dilemmas, political dynamics, and sensitiveissues. Potential participants within the cultural context under investi-gation may willingly talk to ethnographic researchers when givenassurances of confidentiality and anonymity. Yet, asking participantsto be part of a visual ethnography is equivalent to requesting them toshare with the world their insight and perspective. Disclosing a partici-pant's face and words for all to see and hear can be problematic and/orhigh risk. Given protection of participants and minimization of(physical/psychological) risk is the utmost importance researchersshould consider the consequences of particular persons or statementsin the visual documentation resulting from the research process. Thispolitical sensitivity reinforces the significance of a reflexive and collab-orative approach.

People willing to share their thoughts, comments, and views, helpresearchers to understand and interpret a phenomenon of interest;willing and articulate participants are a precious find in the quest ofvisual ethnography. Researchers must therefore be astutely aware ofthe political dynamics relevant to the cultural context in order to besensitive to these undercurrents. This consideration and sensitivityincludes historically significant political undercurrents, which mayor may not be apparent at the time of conducting the study. Toacquire this form of knowledge, researchers must immerse themselvesinto the context and get close to the people within that context. Mutualtrust needs to be developed and protected at all times and this can onlybe done by spending an extended period of time in the field engagingwith the people in their cultural environmental. Active participationin the culture generates credibility.

In seeking to ensureminimization of risk for participants, continuousefforts towards validating the findings with relevant insiders are essen-tial. Good and valid research is always the goal, so documenting anddescribing deliberate efforts to achieve a depth of insider knowledgecontributes to the rigor of this form of research. Collaborating withparticipants throughout the research term and across the research sitein an effort to ensure authenticity may however unintentionally conveya sense of power. Again, the researcher must be astutely aware of thepolitical dynamics and potential power plays throughout this process.In this way, the visual ethnographer takes on a great challenge; walkinga fine line on ethical grounds and sometimes sinking sands on political

Please cite this article as: Schembri, S., & Boyle, M.V., Visual ethnograpBusiness Research (2012), doi:10.1016/j.jbusres.2012.02.021

grounds. Researchers generating ethnographic knowledge throughvisual methods therefore need to detail the research process clearlyand transparently, including articulation of how any issues or concernswere handled.

In the case of Schembri (2009), the informed consent processinvolved a verbal consent script which informed potential participantsof an intention to film group activities, interview members and that allparticipation within the study was voluntary. Those members choosingnot to participate were omitted or edited out. Incorporating a visualcomponentmeans there can be no promise of anonymity and confiden-tiality of information, as is the norm with other traditional forms ofmarketing research. This openness, together with the emphasis on acollaborative approach can translate to a hot bed of politics that maybe very difficult to handle at times. Some members for instance, maymistakenly interpret the emphasis on collaboration as a right to approveand direct editing of the visual text. As an active member in the culturalcontext the researchermust necessarily becomeverymuch aware of thepolitical dynamics within the culture. As Schembri (2009) shows in hervisual ethnography of Harley–Davidson in Australia, the challenges ofvisual ethnography are many and varied.

1.4. The Harley–Davidson case application

Acknowledging the process of consumption as basic to socialcohesion, Schembri's (2009) visual ethnographic project comprisedmore than three years of fieldwork within a local (Australian) HOG(Harley Owners Group) chapter. In visually documenting the experi-ential meaning of the Harley–Davidson brand the process of culturalimmersion involved participant observation and interviews thatenabled a depth of insight. This activemembership facilitatedmemberdisclosure and propensity to discuss issues of interest as (visually)recorded in field interviews. The result was more than 48 h of capturedfilm edited down to a 20 min documentary (http://www.griffith.edu.au/business-commerce/griffith-business-school/departments/department-marketing/staff/dr-sharon-schembri).

The cultural immersion process for Schembri (2009) involved theuse of a digital stills camera and hand-held (video) camcorder tovisually record monthly club rides, social meetings, and associatedconsumption activities, such as philanthropic efforts and annualrallies. The open disclosure of the purpose and aims of the researchreduced the distance between researcher and members to the extentof establishing a collaborative relationship and site of negotiation.Members facilitated the research process by indicating and explainingwhat most accurately depicts the meaning of Harley–Davidson. Avisual recording of these artifacts and cultural indicators then derivesthe authenticity of the descriptive outcome. In this way, the researchercollaborates withmemberswhile reflexively focusing on the phenome-non as experienced by the members. Reflexive use of visual technologytherefore enables an experiential view. Integration of the visual dimen-sion therefore enhances the reflexive process and the descriptiveoutcome as well as the ethnographic knowledge that results.

The visual (ethnographic) design of Schembri's (2009) projectwas particularly suitable for this investigation, given the experientialnature of this phenomenon. Indeed, some members' described themeaning of Harley–Davidson as indescribable, with the quip, “If Ihave to explain, you wouldn't understand.” If that is accurate to anydegree then visual methods are an appropriate research methodologyin this context. Moreover, cameras and camcorders are frequentlyused by members in the HOG context. Using a camera thereforeenabled the researcher to better blend into the crowd. Other strategiesto enable better acceptance in the group includedwearing the standarduniform of jeans and black leather. Acquiring a Harley–Davidson bikefurther facilitated acculturation because the researcher then movedfrompillion passenger to owner and rider.Most specifically, participatingas an active member and collaborating with other members generateda degree of credibility within the Australian HOG subculture and

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simultaneously enhanced the validity of the ethnography but potentiallimitations were managed throughout this visual ethnographicadventure.

1.5. Managing potential limitations

A primary criterion of social science research is a demonstration ofvalidity. The goal of credible ethnographic research similarly requiresthat issues related to validity be addressed in detail. Credible ethno-graphic research aims to provide a depth of understanding that isnot achievable with other research approaches. Astute ethnographicresearchers recognize, however, that threats to credibility may weakenthe authenticity of ethnographic knowledge, regardless of the researchquestion. Hence, priorities need to be set of rigor needs in conductingvisual ethnographic research along with appropriately managing anypotential limitations.

The inclusion of visual methods in marketing research facilitates acontextual reading of behavioral patterns and aspects of culturalsignificance. As a cultural investigation, ethnographic work assumescontext dependency therefore defining an investigative space thatcontains the work. Unlike traditional marketing research, generaliz-ability is not the goal and validity is in part established throughmembercollaboration. Activemember collaboration during the research processprovides members a voice and generates an interest in the work. Then,sharing the findings with members as the analytical process progressescreates valuable feedback, with the findings acknowledged asmeaning-ful to participants and reflective of the way participants experiencereality. As a context driven and iterative process, the researcher consultswith members while simultaneously revisiting the ethnographicknowledge generated through the investigative process. Members'judging the work as an accurate and authentic account of the experi-ence is an acknowledgement equivalent to a hermeneutic nod andvalidation of the work.

2. Conclusion

Demonstrating the value and validity of visual ethnography, thispaper has showcased the intricacies involved with conducting visualethnographic research and achieving rigor research. Emphasizing acollaborative and reflexive approach to visual ethnography mayintroduce researchers to perspectives beyond their own. Capturingconsumer experience within visual text therefore allows a transfor-mative potential. Achieving a rigorous and authentic interpretation

Please cite this article as: Schembri, S., & Boyle, M.V., Visual ethnograBusiness Research (2012), doi:10.1016/j.jbusres.2012.02.021

is therefore achieved via a negotiation and collaborationwithmembersand researcher. Incorporating a visual dimension may amplify ethicaland political consideration given there can be no promise of anonymityand confidentiality. Hence visual ethnographic researchers walk a fineline on ethical grounds and sometimes sinking sands on politicalgrounds, which necessarily reinforces the need for a reflexive approach.In this way, visual ethnography achieves rigorous and authenticinterpretations.

Acknowledgments

The authors acknowledge Colin Mackerras (Department of Inter-national Business and Asian Studies, Griffith University, Gold Coastcampus 4222, Queensland, Australia for his insightful comments inreading this manuscript. Email: [email protected]).

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